Everhart Financial Group’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
4,713
+3,228
| +217% | +$438K | 0.07% | 194 |
|
|
2025
Q1 | $201K | Sell |
1,485
-52
| -3% | -$7.06K | 0.03% | 321 |
|
|
2024
Q4 | $203K | Buy |
1,537
+52
| +4% | +$6.87K | 0.04% | 304 |
|
|
2024
Q3 | $211K | Buy |
+1,485
| New | +$211K | 0.05% | 309 |
|
|
2024
Q2 | – | Sell |
-2,505
| Closed | -$329K | – | 307 |
|
|
2024
Q1 | $329K | Hold |
2,505
| – | – | 0.1% | 203 |
|
|
2023
Q4 | $313K | Sell |
2,505
-71
| -3% | -$8.87K | 0.11% | 173 |
|
|
2023
Q3 | $216K | Hold |
2,576
| – | – | 0.09% | 192 |
|
|
2023
Q2 | $230K | Buy |
2,576
+700
| +37% | +$62.5K | 0.1% | 189 |
|
|
2023
Q1 | $232K | Sell |
1,876
-700
| -27% | -$86.6K | 0.1% | 172 |
|
|
2022
Q4 | $235K | Buy |
2,576
+375
| +17% | +$34.2K | 0.12% | 151 |
|
|
2022
Q3 | $246K | Hold |
2,201
| – | – | 0.14% | 152 |
|
|
2022
Q2 | $261K | Buy |
2,201
+71
| +3% | +$8.42K | 0.16% | 130 |
|
|
2022
Q1 | $273K | Hold |
2,130
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $275K | Hold |
2,130
| – | – | 0.17% | 94 |
|
|
2021
Q3 | $250K | Hold |
2,130
| – | – | 0.17% | 91 |
|
|
2021
Q2 | $261K | Hold |
2,130
| – | – | 0.18% | 80 |
|
|
2021
Q1 | $252K | Hold |
2,130
| – | – | 0.22% | 65 |
|
|
2020
Q4 | $225K | Buy |
+2,130
| New | +$225K | 0.21% | 71 |
|